It's Richard Morgan at Morgan and DiSalvo, another in our series of back to the basics video newsletters. This topic is on contingent beneficiaries. These are the individuals, or charities, that will get the assets if all your primary beneficiaries are gone, but assets are left. So what does that mean? Let's say [...]
Hello, this is Richard Morgan at Morgan and Disalvo, and this is part of our back to the basics video newsletter series. This topic is third-party asset protection. There are two types of asset protection, there's first party asset protection, and third-party asset protection. First party asset protection is the desire to protect [...]
Hello, this is Richard Morgan at Morgan and DiSalvo. This is part of our Back to the Basics Newsletter Series. The topic right now is going to be, what is a trust? Estate planners like ourselves use trusts like a Swiss army knife. It's a fungible thing kind of like a LLC business [...]
It's Richard Morgan at Morgan and DiSalvo, another in our series of Back to the Basics video newsletters. So this topic is very important. How you own your assets and the proper beneficiary designations is key to make sure that your plan actually works. So if your documents go this way, and your [...]
Richard Morgan at Morgan and Disalvo. This is part of our back to the basics newsletter series. The topic right now is going to be how assets pass at death. This is a big issue that most people don't quite get. So, one of the misconceptions is if your will says your assets [...]
Hello, this is Richard Morgan at Morgan and DiSalvo. This is part of our back to the basics video newsletter series. Topic right now is going to be what everyone needs to do their estate planning. So there are several, at least four documents ... Well, at least three documents and one potential [...]
Hello my name is Richard Morgan from Morgan and Disalvo. This is a back to the basics, part of our back to the basics newsletter series. The first topic is going to be on the topic of what is estate planning. Estate planning is the power to control the otherwise uncontrollable. So right [...]
Here we go again: Politicians Considering Radical Changes to the Estate Tax! What are the likely outcomes and what should you do about it?
by Richard M. Morgan Estate planners are life-long learners, as we need to keep up with ever changing laws, especially tax laws. Because we deal with constant change, we often yearn for stability in the law, regardless of the laws being good or bad from a public policy perspective. Well, we got some stability beginning [...]
Morgan and DiSalvo, P.C.’s Namesake Attorneys, Richard M. Morgan and Loraine M. DiSalvo, Listed as Super Lawyers of Georgia for Seventh Consecutive Year
ALPHARETTA, GA – Feb. 7, 2019 – Morgan and DiSalvo, P.C., an award-winning estate planning firm with more than 23 years in business, announced today that both Richard M. Morgan and Loraine M. DiSalvo were named to the Super Lawyers of Georgia 2019 List.